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Fred Cook MBA, Wealth Advisor and Partner w/CAVU Financial LLC, Interviewed on the Influential Entrepreneurs Podcast Discussing Choosing a Financial Coach

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Fred Cook MBA, Wealth Advisor and Partner w/CAVU Financial LLC, Interviewed on the Influential Entrepreneurs Podcast Discussing Choosing a Financial Coach

Published on October 23, 2023

Fred Cook discusses the importance of choosing a Financial Coach.

Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-fred-cook-partner-wealth-advisor-with-cavu-financial-discussing-choosing-a-financial-coach/  

Fred Cook emphasizes that the most important aspect of a financial coach’s role is providing ongoing support and holding clients accountable for their financial plans. This ensures that clients remain committed to their goals and continue making progress, even in the face of obstacles, life changes, and fluctuations in their financial resources.

The ongoing support provided by a financial coach is crucial as it ensures clients stay committed to their financial plan and continue making progress toward their goals. Acting as a guide and mentor, the coach offers guidance and advice as needed, helping clients navigate obstacles and setbacks while providing motivation and encouragement to stay focused.

Additionally, a financial coach holds clients accountable to their financial plan by ensuring they follow through with the actions and strategies outlined. They monitor progress, track financial habits and behaviors, and provide feedback and guidance when necessary. By holding clients accountable, the coach helps them develop better money habits and change any negative beliefs they may have about money.

Overall, the ongoing support and accountability provided by a financial coach are essential for clients’ financial success. The coach helps them stay on track, make informed financial decisions, and overcome any challenges that may arise.

Fred explained: “A good coach needs to wrap their arms around a client’s goals and objectives, both now and in the future. You might want to know how long have they been in the business, providing financial planning and coaching. In my opinion, it takes at least 10 years to really master anything. And if they’ve been in the business longer than that, you would be dealing with someone that has been through a lot with their clients, sort of a been there, done that mentality.”

About Fred Cook

In the Financial Services Business for almost 40 years, Fred has spent his career in Banking, Insurance, Investments, Financial Planning, and Wealth Management. While most institutions look at these disciplines as competing, Fred has a deep understanding they all need to work together in his client’s financial lives.

To have the independence needed, and the resources clients demand, he has aligned himself with CAVU Financial. What brought him to the team is their mission. Managing Partner, Blake Rawson, states the mission consists of “partnering with clients to create and deliver the best, objective, independent recommendations for their financial success”. This allows Fred to focus his talents and experience on providing holistic advice, within a “concierge-sized” practice.

Throughout his career, Fred has developed a style that puts the client first. He listens to their concerns, goals, and hopes, as he attempts to understand where they are today and where they want to be tomorrow. This empathetic approach has allowed him to develop deep bonds with his clients and their families. Advice is then driven by a planning and service model that identifies issues, aligns recommendations, and delivers strategies tailored to each of his clients. Fred strives to be the first person clients call when life changes happen.

In addition to his experience, Fred has a Bachelor of Science in Business Administration, Finance, and an MBA, both from the University of Akron.

Over the years, Fred has taught University level courses at the University of Akron, was a speaker at many local organizations and radio on the topics of investments, the economy, and planning, and was the featured speaker at a large financial services firm on the topic of financial planning for individuals.

Because of his loyal clients, Fred’s practice has grown over the years due to their enthusiastic introductions to friends, family, and associates.

Fred is past Chair of The University of Akron, College of Business, Department of Finance, Advisory Board. He has also been involved with several charitable organizations such as the YMCA, Boy Scouts, Rotary, Hudson High School Music Association, and others.

A lifetime resident of Summit County, Ohio, Fred and his wife, Arlene, live in Hudson, Ohio with their daughter, Allison. He enjoys his family, reading, and traveling.

Learn More:
https://www.cavufinancial.com

Recent news and interviews:

  • Fred Cook discusses Portfolio Preservation:

https://authoritypresswire.com/fred-cook-mba-wealth-advisor-and-partner-w-cavu-financial-llc-interviewed-on-the-influential-entrepreneurs-podcast-discussing-portfolio-preservation/

  • Fred Cook discusses 401K Strategies:

https://authoritypresswire.com/fred-cook-mba-wealth-advisor-and-partner-w-cavu-financial-llc-interviewed-on-the-influential-entrepreneurs-podcast-discussing-401k-strategies/

 
 
Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Stratos Wealth Partners, Ltd., a registered investment advisor. Stratos Wealth Partners, LTD and CAVU Financial LLC are separate entities from LPL Financial. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. This material was created for educational and informational purposes only and is not intended as ERISA, tax, legal or investment advice. If you are seeking investment advice specific to your needs, such advice services must be obtained on your own separate from this educational material.

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Landed For Success Showcases Inspiring Stories By Dr. Tom Chesser Achieving #1 International Bestseller Status In Canada, United States, Mexico, Europe & Asia

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Landed For Success Showcases Inspiring Stories By Dr. Tom Chesser Achieving #1 International Bestseller Status In Canada, United States, Mexico, Europe & Asia

Published on January 19, 2024

The primary goal of Dr. Tom Chesser is to inspire readers to embark on their journey to Success. Each story shared in the series serves as a source of motivation, offering valuable insights & lessons that can be applied to all aspects of life.

Landed for Success is a collection of stories celebrating the triumphs and resilience of individuals from all walks of life. Founded by Jey Jeyakanthan and Gordon So, the series has gained international recognition; with the first three volumes reaching international bestseller status in multiple countries, including Canada, the United States, Mexico, Europe & Asia, Landed for Success has become a source of motivation and guidance for those seeking their path to Success. They are inspiring readers across the globe.

With the upcoming release of volume four, Landed for Success, Untold Stories, the founders and authors continue to share their experiences and insights, encouraging readers to embark on their journey to Success. These books remind readers that Success knows no boundaries and that anyone can achieve greatness with determination and perseverance.

Dr. Tom Chesser’s Insightful Contributions:

One of the authors featured in the Landed for Success series is Dr. Tom Chesser, who shares brilliant stories; in the Landed For Success Book titled “Going From Burnout To Victory,” Chapter 16: Finding The Superhero In You – Dr. Tom Chesser wrote, “We all have a time in our lives when things have happened that we did not ask for or expect. It is not what happens to you in life; how you react to what happens to you that counts the most. I genuinely believe there is a superhero in each of us with superpowers that no one else has. We all face a time of Burnout. Only when we realize that our lives matter and our story can we make a difference; then, we can see our actual God-given superpowers. Yes, people will face adversity, and villains will try to steal your superpowers. Some might be your friends, family members, or business relationships. However, you never know when all that could turn around and become a blessing in disguise. So, let’s find the Superhero in you and work together to save the World!”

Dr. Chesser understands that Burnout is real and that everyone’s mental wellness is being challenged daily. Chesser hopes people come along this journey with the 19 authors from Volume Two, “Landed for Success, Untold Stories, From Burnout to Victory.” They look forward to hearing about other people’s victories and how they have Landed for Success.

In the third edition, Landed For Success Untold Stories, Dr. Chesser shared “Lessons Learned From the Inside The Cockpit Of An Airplane.” Dr. Chesser’s story offers a unique perspective on Success, drawing parallels between the cockpit of an airplane and the challenges individuals face in their personal and professional lives. If an individual could ever climb into the cockpit of an airplane, they would see many gauges and instruments. One of these instruments is known as the “Attitude Indicator.” Its purpose is to let the pilot see the aircraft’s orientation and position to the earth’s horizon. It indicates whether the plane is level or turning left or right and whether it’s gaining or losing altitude. So basically, the “Attitude Indicator.” of the airplane will determine its performance. Chesser’s emphasis is placed on how a person’s attitude can affect their altitude. Chesser even quotes Zig Ziglar: “It’s your attitude, not your aptitude, that will determine your altitude.”. Chesser believes that a person’s thoughts lead to actions, actions lead to habits, habits lead to character, and character develops a person’s future.

Landed for Success has invited Dr. Chesser to contribute to volume four, titled Landed for Success, Untold Stories, which promises to be another insightful addition to the collection. Dr. Chesser’s mission is to inspire others to participate in the Landed for Success stories.

The primary goal of Landed for Success is to inspire readers to embark on their journey to Success. Each story shared in the series serves as a source of motivation, offering valuable insights & lessons that can be applied to all aspects of life. By showcasing the experiences of immigrants and individuals from diverse backgrounds, the books emphasize the universal nature of Success and the potential for achievement regardless of one’s starting point.

The Success of the Landed for Success series is evident through its international recognition. The first three volumes have achieved #1 International Bestseller status in Canada, the United States, and Mexico and International Bestseller status in numerous other countries worldwide. This global recognition highlights the universal appeal of the stories shared within the books, resonating with readers from different cultures and backgrounds.

The books are available for purchase on Amazon to make these inspiring stories accessible to a broader audience. Readers can easily find volumes one, two, and three of Landed for Success, with volume four, Landed for Success, Untold Stories, soon to be released. By making the books readily available, the founders aim to reach as many individuals as possible, providing them with the inspiration and guidance to pursue their path to Success.

Dr. Tom Chesser, from Rise Up Media & Marketing, teaches people how to leverage PR, Media, and Marketing to grow a business.

To learn about Landed for Success, visit https://www.landedforsuccess.com

To connect with Dr. Tom Chesser, call 210-289-5996 or email him at riseupmediamarketing@gmail.com

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Bob Chitrathorn Renews Membership with the Financial Services Institute

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Bob Chitrathorn Renews Membership with the Financial Services Institute

Published on January 18, 2024

FSI Advocates for Main Street Americans’ Access to Objective, Affordable Financial Advice

Corona, Ca – Local financial advisor Bob Chitrathorn, of Wealth Planning by Bob Chitrathorn of Simplified Wealth Management, today announced he has renewed membership with the Financial Services Institute (FSI) in Washington, D.C. FSI advocates for Main Street Americans’ access to objective, affordable financial advice, delivered by a growing network of over 37,000 independent financial advisor members.

“I am proud to renew my membership with FSI, an organization that works hard every day, to protect my clients’ access to quality financial advice,” said Bob Chitrathorn. “FSI helps educate elected officials and regulators on what Americans need from financial advisors and how the industry works with clients to secure their financial futures. They also help ensure that I can continue to offer my clients the advice they need.”

“We are very pleased to have Bob Chitrathorn renew their membership,” said FSI President & CEO Dale E. Brown. “Our advocacy is only as effective as our engaged members. And conscientious advisors like Bob Chitrathorn help bring real-life experience to our efforts. We plan to continue to work closely with Bob Chitrathorn as we advocate for independent financial advisors and the hard-working clients they serve.”

Bob Chitrathorn’s practice offers many services to help take planning to the next level. He has been an independent advisor for 19 years and is affiliated with LPL. Bob Chitrathorn is also active as a Forbes Finance Council Member

More information on Bob Chitrathorn’s practice can be found at www.planwithbob.com

About the Financial Services Institute (FSI): The Financial Services Institute (FSI) is an organization advocating solely on behalf of independent financial advisors and independent financial services firms. Since 2004, the Financial Services Institute (FSI) has had a clear mission to ensure that all individuals have access to competent and affordable financial advice, products and services delivered by a growing network of independent financial advisors and independent financial services firms. For more information, please visit financialservices.org.

— END —

Financial Advisor Membership is a paid membership open to any FINRA, SEC or state-licensed individual partner, director, officer, employee, or independent contractor of a retail broker-dealer or investment advisor (RIA). 

Bob Chitrathorn is a registered representative with, and Securities and Retirement Plan Consulting Program advisory services are offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. Other advisory services offered through Mariner Independent Advisor Network. Mariner Independent Advisor Network, Wealth Planning by Bob Chitrathorn, and Simplified Wealth Management are separate entities from LPL Financial. 

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Ryan Quante, Founder of Care Income Advisors, Interviewed on the Influential Entrepreneurs Podcast Discussing Dementia Care

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Ryan Quante, Founder of Care Income Advisors, Interviewed on the Influential Entrepreneurs Podcast Discussing Dementia Care

Published on January 18, 2024

Ryan Quante discusses understanding dementia care options. 

Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-ryan-quante-founder-of-care-income-advisors-discussing-dementia-care/

Long-term care planning is crucial for individuals with cognitive and mobility issues, such as dementia, Alzheimer’s, and other cognitive impairments. As mentioned in the episode, as people age, the likelihood of needing specialized care increases, making it essential to have a plan in place. Without a long-term care plan, individuals and their families may face financial insecurity and emotional stress.

Dementia is a progressive condition that can last from a few months to as long as 20 years. The impact of dementia on individuals and their families can be significant, especially for longer claims. Long-term care becomes a crucial aspect of providing the necessary support and care for individuals with dementia.

From a financial perspective, long-term care can be expensive. Planning and purchasing a long-term care policy can provide individuals with financial security and ensure that they are not a burden on their loved ones. In the episode, a client named Joe was mentioned as an example. Joe had purchased a long-term care policy and was able to secure a monthly benefit of $12,000, which helped cover the costs of his care.

Emotionally, long-term care planning also plays a significant role. Dealing with cognitive and mobility issues can be emotionally challenging for both individuals and their families. Having a plan in place can provide peace of mind and alleviate some of the emotional stress associated with these conditions.

Finally, long-term care planning also involves care coordination services. These services involve professionals who work with families to create and adjust care plans as the disease progresses. This ensures that the care being provided aligns with the current needs of the individual with cognitive and mobility issues.

Ryan explained: “I help families ensure they never have another sleepless night worrying about paying for their loved one’s care.”

About Ryan Quante

Ryan is a Certified Long Term-Care Insurance specialist and has helped clients, agents, & and attorneys find viable solutions to their LTC needs. For the past 8 years, he’s made it his mission to help as many people avoid spending down all their assets to pay for care as he can through creative planning strategies. Ryan resides in St. Charles, Missouri, and enjoys hockey, music, and his two dogs.

Learn More:
https://www.careincomeadvisors.com/

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